Institutional Ownership Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB). We have compiled data on the 1,571 institutions that hold shares in the stock, with a total of 97.4 Million shares, which have been reported (via 13F filing form) to have a value of $35.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
1,490
shares
|
$538,620
0.0% of portfolio
|
Q4 2024
Reduced 99.69%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
1,478
shares
|
$534,282
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
1,469
shares
|
$531,028
0.24% of portfolio
|
Q2 2023
Added 9.06%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
1,469
shares
|
$531,028
0.16% of portfolio
|
Q2 2025
Added 42.07%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
1,466
shares
|
$529,944
0.03% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,463
shares
|
$528,859
0.03% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
1,450
shares
|
$524,160
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
1,450
shares
|
$524,160
0.09% of portfolio
|
Q2 2025
Reduced 12.23%
|
|
|
K.J. Harrison & Partners Inc
|
Aug 05, 2025 Q2 2025 |
1,443
shares
|
$521,630
0.09% of portfolio
|
Q1 2025
Reduced 27.6%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,428
shares
|
$516,207
0.01% of portfolio
|
Q2 2025
Added 43.81%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
1,424
shares
|
$514,761
0.08% of portfolio
|
Q2 2024
Added 18.67%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
1,421
shares
|
$513,677
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
1,419
shares
|
$512,954
0.39% of portfolio
|
Q1 2025
Reduced 9.73%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
1,419
shares
|
$512,954
0.13% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
1,418
shares
|
$512,592
0.16% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,418
shares
|
$512,592
0.03% of portfolio
|
Q4 2023
Reduced 5.4%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,415
shares
|
$511,508
0.07% of portfolio
|
Q2 2025
Added 63.39%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
1,415
shares
|
$511,508
0.01% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
1,415
shares
|
$511,508
1.22% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
1,412
shares
|
$510,423
0.16% of portfolio
|
Q2 2024
Added 2.17%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
1,406
shares
|
$508,254
0.07% of portfolio
|
Q2 2023
Added 11.15%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
1,404
shares
|
$507,531
0.0% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
1,404
shares
|
$507,531
0.19% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
1,403
shares
|
$507,170
0.02% of portfolio
|
Q2 2025
Added 19.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
1,400
shares
|
$506,086
0.14% of portfolio
|
Q2 2023
Added 7.69%
|